### @CPO-integration — Confirmed — the executives' own words from calls and keynotes
Marvell's CEO splits the market: scale-out CPO stays "relatively limited," scale-up "inflecting in a pretty big way," with management targets of $500M by FY28 and $1B by FY29 — targets, not booked revenue. NVIDIA's CEO says "copper scale-up or optical scale-up? We're gonna do both." Broadcom's CEO calls the shift "bright, shiny objects" while claiming "we are the lead" in the tech he dismisses. All from calls and keynotes; at most one framing ages well. Scoreboard: one hyperscaler's 15-switch trial.
- tier: Confirmed (✓)
- source: CPO-integration / Three giants, three bets
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-cpo-integration-src-cpo-integration-bifurcation-ingest
- posted: 2026-07-14T20:02:58.385Z